BFO
WFM

Boston Family Office’s Whole Foods Market Inc WFM Stock Holding History

Boston Family Office’s Portfolio WFM Stock Details WFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-15,200
Closed -$509K – 243
2015
Q4 		$509K Sell
15,200
-300
-2% -$9.54K 0.07% 175
2015
Q3 		$491K Hold
15,500
– – 0.07% 182
2015
Q2 		$611K Hold
15,500
– – 0.08% 184
2015
Q1 		$807K Hold
15,500
– – 0.1% 166
2014
Q4 		$782K Hold
15,500
– – 0.1% 164
2014
Q3 		$591K Sell
15,500
-200
-1% -$7.64K 0.08% 186
2014
Q2 		$606K Buy
15,700
+300
+2% +$13.1K 0.08% 189
2014
Q1 		$781K Sell
15,400
-1,800
-10% -$95.9K 0.1% 164
2013
Q4 		$995K Hold
17,200
– – 0.13% 145
2013
Q3 		$1.01M Hold
17,200
– – 0.14% 140
2013
Q2 		$885K Buy
+17,200
New +$830K 0.13% 142

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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return